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On today’s show Andrew and Bill begin with takeaways from Xi’s visit to North Korea this week, including the conspicuous silence on North Korea’s nuclearization, Kim Jong Un’s assistance to Russia’s war in Ukraine, Beijing as Kim’s top priority, U.S.-Japan dialogue on regional nuclear threats, and an email about the PRC as a communist country. From there: CPPCC Chairman Wang Huning leads an inspection tour of Xinjiang ahead of the July 1st implementation of the national ethnic unity law, plus thoughts on Xinjiang’s strategic importance generally and why Beijing sees its recent efforts as successful. At the end: China preps for an AI infrastructure buildout, the Pentagon alleges that Alibaba, Baidu and BYD are linked to the PLA, the Busan truce is being tested by both sides, and two Knicks stars wish students good luck on the GaoKao.
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Bill Bishop is the author of Sinocism
To email the show: email@sharpchina.fm
@SharpTechPodcast Channel — YouTube
@Stratechery Channel — YouTube
Xi concludes his visit to North Korea; Wang Huning inspects Xinjiang; Nationwide AI compute network buildout; Chip controls; Rare earths — Sinocism
Xi in North Korea; Li Qiang on future industries; Cai Qi now Party School President; MSS on AI “transfer stations”; Updates to US “Chinese Military Companies” list — Sinocism
Joint Statement on the June 2026 U.S.-Japan Extended Deterrence Dialogue — U.S. State Department
Ethnic Unity Law Codifies ‘Chinese’ Identity — Jamestown
China Preps $295 Billion Plan to Fund Nationwide AI Buildout — Bloomberg
Pentagon Accuses Alibaba, Baidu of Aiding China’s Military — Bloomberg
US business group says some critical minerals are ‘nearly unobtainable’ from China — Reuters
Jalen Brunson Wishes Chinese Students Good Luck on the GaoKao — X
Sinocism Live: Understanding China’s Exam-centric Education System — Sinocism
